Thomas Annin (CRD# 6691544) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 7 years of experience in the finance industry. Thomas Annin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Creative Planning, LLC | Overland Park, KS | Apr 2021 - Current | 3 |
| Sullivan, Bruyette, Speros & Blayney, LLC | Mclean, VA | Jun 2018 - Current | 5 |
| Bos | San Francisco, CA | Jul 2016 - Jun 2018 | 1 |
| Virginia Tech | Blacksburg, VA | Aug 2012 - May 2016 | 3 |
| Bos | San Francisco, CA | Jun 2015 - Aug 2015 | < 1 |
| Medford Lakes Colony Club | Medford Lakes, NJ | Jun 2014 - Aug 2014 | < 1 |
| Medford Lakes Colony Club | Medford Lakes, NJ | May 2013 - Aug 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2016 |
- VA
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Total Assets Under Management175,272MILLIONS
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Total Number of Accounts234,298ACCOUNTS
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Average Account Value$748,072
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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